401(k) · DOL Form 5500 · 2023

Board of Trustees, Northern California Carpenters 401(k) Trust Fund 401(k) Plan

Data updated 2026-08-25

$215M
Total assets Near avg plan size
3,759
Participants Above avg headcount
95th
Percentile by assets National rank
$57,304
Avg per participant Low balance/head
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Official DOL plan name: Northern California Carpenters 401(k) Trust Fund · Sponsored by Board of Trustees, Northern California Carpenters 401(k) Trust Fund · California · Construction

$215M in assets, 3,759 participants

Board of Trustees, Northern California Carpenters 401(k) Trust Fund's Northern California Carpenters 401(k) Trust Fund reported $215M in total assets and 3,759 participants in its 2023 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,498 in Construction (9,030 peers)

Coverage in California

Northern California Carpenters 401(k) Trust Fund covers 3,759 participants in California, 6.0x the typical California plan (state average ~630 per filing). Assets: $215M.

#8,498
in Construction (9,030 peers)
+22.3%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Northern California Carpenters 401(k) Trust Fund's outsized position by total assets

Northern California Carpenters 401(k) Trust Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$215,405,661 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Northern California Carpenters 401(k) Trust Fund's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northern California Carpenters 401(k) Trust Fund lands in the large band (3,759 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northern California Carpenters 401(k) Trust Fund reported net income rose from $27M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Northern California Carpenters 401(k) Trust Fund end-of-year assets rose from $176M in the plan year 2022 filing to $215M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 800204601 · Board of Trustees, Northern California Carpenters 401(k) Trust Fund PY 2023 · 401(k)

Northern California Carpenters 401(k) Trust Fund · $215M · 3,759 · 95th

  • PART $215M
  • TYPE 3,759
  • NET 95th
  • BOOK 401(k)
  • VS-ST near The Glenmede Corporation Savings and Investment Plan
  • BOY ind #8498

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in California →

Northern California Carpenters 401(k) Trust Fund in the asset neighbourhood

American Regent, Inc. 401(k) and Profit Sharing PlanAmerican Regent, Inc. 401(k)…$215MNextier Oilfield Solutions 401(k) PlanNextier Oilfield Solutions 4…$215MNorthern California Carpenters 401(k) Trust FundNorthern California Carpente…$215MThe Glenmede Corporation Savings and Investment PlanThe Glenmede Corporation Sav…$215MScientific Games, LLC 401(k) PlanScientific Games, LLC 401(k)…$215M
End-of-year total assets ($M) among Northern California Carpenters 401(k) Trust Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$176M
Net Assets (End of Year)$215M
Net Income$39M
Employer EIN800204601
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Northern California Carpenters 401(k) Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees, Northern California Carpenters 401(k) Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$250M 42.102688416819895% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $176M $250M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 3,759 $176M
2023 1 3,759 $215M
2024 1 4,311 $250M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Northern California Carpenters 401(k) Trust Fund vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Northern California Carpenters 401(k) Trust Fund, Total assets ($B): 0.215405661 · Participants: 3759Northern California Carpenters 401(k) Trust FundWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Northern California Carpenters 401(k) Trust Fund vs. nearby 401(k) plans in California, assets vs. participants
Compare Northern California Carpenters 401(k) Trust Fund side-by-side with 3 peers →

Northern California Carpenters 401(k) Trust Fund's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Glenmede Corporation Savings and Investment Plan in PA ($215M); by covered participants it is Teleflex 401(k) Savings Plan in PA (3,758 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($215M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,759 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Northern California Carpenters 401(k) Trust Fund assets move in 2023? ▼
Northern California Carpenters 401(k) Trust Fund grew sharply - up 22.3% during 2023, from $176M to $215M. Reported net income was $39M.
How have Board of Trustees, Northern California Carpenters 401(k) Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Northern California Carpenters 401(k) Trust Fund's sponsor-wide assets grew 42.1%, from $176M to $250M.
Where does Northern California Carpenters 401(k) Trust Fund rank by assets among Form 5500 filers? ▼
Northern California Carpenters 401(k) Trust Fund ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Northern California Carpenters 401(k) Trust Fund? ▼
Among 401(k) plans in other states, the closest by assets is The Glenmede Corporation Savings and Investment Plan in PA ($215M, 438 participants).
Which 401(k) plans cover a similar participant headcount to Northern California Carpenters 401(k) Trust Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Teleflex 401(k) Savings Plan in PA (3,758 participants, $615M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 800204601.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.